To The Moon

$Alphabet(GOOGL)$ Google lost roughly $500B in market cap on a messy 3Q26 print, driven by Search growth worries, big CapEx commitments, and a $1.6B Google Services income shortfall. Search revenue still grew y/y. It fell short of analyst consensus, but it did grow. Engagement even accelerated, with query growth hitting its highest level in 5 years as AI features drove usage. Monetization may be lagging traffic growth, but this surge directly undercuts the structural argument that AI will disrupt core Search. Negative FCF feels like it's already priced into hyperscalers at this point. Aggressive infrastructure buildouts are non-discretionary. The whole objective is customer lock-in and ecosystem scale ahead of competitors. Google has committ

$Alphabet(GOOGL)$ Trading at its lowest P/E ever. I averaged up on this name four times today — the dip worked out nicely.

Berkshire $Berkshire Hathaway(BRK.A)$  $Berkshire Hathaway(BRK.B)$  is buying all the $Alphabet(GOOGL)$  shares that just got sold.

$Boeing(BA)$ $Robinhood(HOOD)$ $CoreWeave, Inc.(CRWV)$ $Alphabet(GOOG)$  is making things rough for the bears right now. The stock still looks undervalued and seems ready to move higher.

$Microsoft(MSFT)$ This one is heading to $600+, and there isn't much the naysayers can do about it.

$Alphabet(GOOGL)$  Definitely nearing a bottom here. Seems like a no brainer to scale in and hold long term.

$Alphabet(GOOGL)$ Bought my first 100 shares of Google at $188. Hopefully I didn't get in too early.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ OpenAI chose to buy Google AI chips instead of Lays and Pringles. That looks like a big win for them. $Vanguard S&P 500 ETF(VOO)$  $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  could reach $500 soon.

$Alphabet(GOOGL)$ $MGM Resorts International(MGM)$ $Stellantis NV(STLA)$ $Sprouts Farmers(SFM)$ I'm holding sizable positions in those 4, and they all report earnings tomorrow. Hopefully I'll make it out alive. Most confident in SFM, less confident in MGM.

$Alphabet(GOOG)$ GOOG reports earnings after the close. I'm bullish heading into the report: the company has beaten EPS estimates in 8 of its last 8 reports. Analysts expect EPS of $3.03. What are you watching for?